Rebalancer

What is it?

The Rebalancer is a Proof of concept online tool to enable long term investors to balance their investment portfolio. If your portfolio becomes unbalanced it will prompt you, the investor to take action

It also demonstrates the versatility of the JXS Framework.

As it’s designed specifically for long term investors, it should to be used fairly infrequently.

In fact, it will actively discourage frequent access - as this is proven to produce the best returns. Model investors should access the application at most - twice a year.

The alpha screenshot below shows the Rebalancer landing page. The important column is the PCT Allocation amount, which shows how much of your portfolios amount is allocated to a given stock.

Current Features

• Add stock to portfolio

• Adjust stock quantity

• Delete stock from portfolio

• Adjust allocation

• Define expressions in XQuery using the stock information